Purchases and Sales Made in Q3 2021 in Vanguard Small Cap Growth ETF (VBK)
This table provides information about the institutional ownership of Vanguard Small Cap Growth ETF (VBK) during Q3 2021. The information is specifically focused on institutions that hold shares of VANGUARD SMALL-CAP GROWTH ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
716New |
$196K - $213K
|
716
$208K
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
706+ 6.35% |
$193K - $210K
|
11.8K
$3.44M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
701+ 31.29% |
$192K - $208K
|
2.94K
$856K
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
689+ 48.56% |
$189K - $205K
|
2.11K
$613K
|
|
Oct 08, 2021
Q3 2021
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
679+ 31.61% |
$186K - $202K
|
2.83K
$822K
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
665+ 16.56% |
$182K - $198K
|
4.68K
$1.36M
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
642+ 38.47% |
$176K - $191K
|
2.31K
$672K
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
635+ 26.19% |
$174K - $189K
|
3.06K
$890K
|
|
Nov 09, 2021
Q3 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
634+ 4.82% |
$173K - $189K
|
13.8K
$4.01M
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
623+ 14.41% |
$170K - $185K
|
4.95K
$1.44M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
620+ 14.45% |
$170K - $184K
|
4.91K
$1.43M
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
BUY
|
- |
605+ 1.16% |
$166K - $180K
|
52.8K
$15.4M
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
599+ 2.99% |
$164K - $178K
|
20.6K
$6.01M
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
596+ 45.95% |
$163K - $177K
|
1.89K
$551K
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
565+ 19.8% |
$155K - $168K
|
3.42K
$994K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
564+ 1.85% |
$154K - $168K
|
31K
$9.03M
|
|
Nov 16, 2021
Q3 2021
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
550+ 3.98% |
$151K - $164K
|
14.4K
$4.18M
|
|
Oct 14, 2021
Q3 2021
|
Hnp Capital LLC
|
BUY
|
- |
521+ 4.76% |
$143K - $155K
|
11.5K
$3.33M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
519+ 1.0% |
$142K - $154K
|
52.5K
$15.3M
|
|
Oct 22, 2021
Q3 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
504+ 3.58% |
$138K - $150K
|
14.6K
$4.25M
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
BUY
|
- |
502+ 9.05% |
$137K - $149K
|
6.05K
$1.76M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
486+ 10.77% |
$133K - $145K
|
5K
$1.45M
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
479+ 9.49% |
$131K - $142K
|
5.53K
$1.61M
|
|
Oct 26, 2021
Q3 2021
|
Fc Advisory LLC
|
BUY
|
- |
478+ 1.45% |
$131K - $142K
|
33.5K
$9.74M
|
|
Oct 20, 2021
Q3 2021
|
Royal Fund Management, LLC
|
BUY
|
- |
466+ 3.66% |
$128K - $139K
|
13.2K
$3.84M
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
463+ 2.13% |
$127K - $138K
|
22.2K
$6.46M
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
461+ 4.45% |
$126K - $137K
|
10.8K
$3.15M
|
|
Oct 08, 2021
Q3 2021
|
Oak Harvest Investment Services
|
BUY
|
- |
457+ 5.48% |
$125K - $136K
|
8.8K
$2.56M
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
456+ 1.02% |
$125K - $136K
|
45.2K
$13.2M
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
456+ 1.02% |
$125K - $136K
|
45.2K
$13.2M
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
452+ 18.06% |
$124K - $134K
|
2.96K
$860K
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
438+ 3.9% |
$120K - $130K
|
11.7K
$3.39M
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
429+ 2.15% |
$117K - $128K
|
20.4K
$5.93M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
416+ 4.41% |
$114K - $124K
|
9.84K
$2.86M
|
|
Nov 01, 2021
Q3 2021
|
Dagco, Inc.
|
BUY
|
- |
415+ 13.03% |
$114K - $123K
|
3.6K
$1.05M
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
413+ 15.57% |
$113K - $123K
|
3.07K
$892K
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
410+ 17.23% |
$112K - $122K
|
2.79K
$812K
|
|
Nov 01, 2021
Q3 2021
|
Orser Capital Management, LLC
|
BUY
|
- |
400+ 7.51% |
$109K - $119K
|
5.73K
$1.67M
|
|
Oct 29, 2021
Q3 2021
|
Jacobsen Capital Management
|
BUY
|
- |
399+ 1.41% |
$109K - $119K
|
28.7K
$8.34M
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
397New |
$109K - $118K
|
397
$115K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
383New |
$105K - $114K
|
383
$111K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
366New |
$100K - $109K
|
366
$106K
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
358+ 6.47% |
$98K - $106K
|
5.89K
$1.71M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
329+ 6.52% |
$90K - $97.8K
|
5.37K
$1.56M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
328+ 14.88% |
$89.8K - $97.5K
|
2.53K
$737K
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
322+ 37.53% |
$88.1K - $95.8K
|
1.18K
$343K
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
320+ 23.99% |
$87.6K - $95.2K
|
1.65K
$481K
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
317+ 3.67% |
$86.7K - $94.3K
|
8.96K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
314+ 3.37% |
$85.9K - $93.4K
|
9.63K
$2.8M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
314+ 3925.0% |
$85.9K - $93.4K
|
322
$93.7K
|